Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ronald K
Series 63
St. Louis, MO
STIFEL
Ronald Kruszewski is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel and its related entities since 1997. Outside of his advisory role, he serves on multiple nonprofit and community boards, including the US Ski and Snowboarding Team’s Fundraising Board and the Saint Louis University Board of Trustees. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
James M
Series 63, Series 66
St. Louis, MO
STIFEL
James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.
Dustin B
Series 66
St. Louis, MO
STIFEL
Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
Kevin Z
CFP®, Series 66
St. Louis, MO
STIFEL
Kevin Zawodniak is a financial advisor at Stifel with 18 years of industry experience. He holds the CFP® and Series 66 designations. His career includes roles at First County Bank and Wayne Hummer Investments from 2004 to 2016 before joining Stifel Nicolaus & Co Inc in 2016. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.
Erika M
Series 63, Series 65
St. Louis, MO
STIFEL
Erika Martin is a financial advisor at Stifel in St. Louis, MO, with two years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at Charles Schwab and Lindenwood University. Martin also has experience outside finance, including five years at The Falls Golf Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a range of financial planning and asset allocation solutions.
Christina S
Series 66
St. Louis, MO
STIFEL
Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.
Daniel R
Series 66
St. Louis, MO
STIFEL
Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.
James C
Series 66
St. Louis, MO
STIFEL
James Cummings is a financial advisor at Stifel with nine years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing Services LLC. Prior to his financial career, he was employed at The Broadway Hotel - The Roof and attended the University of Missouri. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Mark M
Series 63, Series 66
St. Louis, MO
STIFEL
Mark Matthes is a financial advisor at Stifel with 35 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel since 1990. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.
Bobbi J
Series 66
St. Louis, MO
STIFEL
Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
John T
Series 66
St. Louis, MO
STIFEL
John Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Danny M
Series 66
St. Louis, MO
STIFEL
Danny Mcneely is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with nine years of industry experience. He has been with Stifel Nicholas since 2010. Stifel serves a broad range of clients, including individuals across wealth levels and institutional entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Tyler K
Series 63, Series 65
St. Louis, MO
STIFEL
Tyler King is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services and several other firms. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.
Kathleen F
Series 63, Series 65
St. Louis, MO
STIFEL
Kathleen Frank is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Stifel and its affiliated entities since 2001, including 17 years at Stifel Independent Advisors, LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Benjamin W
Series 66
St. Louis, MO
STIFEL
Benjamin Wright is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Alliance Realty Network and Paddio Home Loans, and has experience in diverse roles including manufacturing and hospitality. He is based in St. Louis, Missouri. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, providing forward-looking asset allocation and planning analyses.
Kathleen R
Series 66
St. Louis, MO
STIFEL
Kathleen Reasor is a financial advisor at Stifel with 21 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Located in St. Louis, MO, she provides advisory services as part of a large institutional firm. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jack N
Series 66
St. Louis, MO
STIFEL
Jack Nicholl is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Nicholl serves as a FINRA arbitrator in dispute resolution. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.
Brian S
Series 66
St. Louis, MO
STIFEL
Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Madison H
Series 66
St. Louis, MO
STIFEL
Madison Helphinstine is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Miller Buckfire and Keefe, Bruyette & Woods, Inc. prior to her current role. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Nathan N
Series 63, Series 66
St. Louis, MO
STIFEL
Nathan Nichols is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Aerotek, Inc. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters